HANDELSBANKEN WEALTH & ASSET MANAGEMENT LIMITED
Reference number: 197340
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Verified website
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Verified phone number
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Verified address
25 Basinghall Street, London, EC2V 5HA, United Kingdom
- Handelsbanken Asset Management
- Handelsbanken Wealth
- Handelsbanken Wealth Management
Company details
From the company's Companies House record.
- Company number
- 04132340
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 29 December 2000 (25 years old)
- Registered office
- 25 Basinghall Street, London, EC2V 5HA, England
- Nature of business
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- Fund management activities (SIC 66300)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Richard Anthony Charnock | Director | Aug 1959 | 17 Apr 2023 |
| John Lambert Ellacott | Director | Sep 1963 | 1 Apr 2024 |
| Matthew Alexander Granger Handley | Director | May 1979 | 1 Oct 2024 |
| Christopher Teasdale | Director | Jan 1970 | 7 Nov 2024 |
| Asa Foster | Secretary | Not published | 1 Feb 2022 |
Activities and protection
What they can do, and how you are protected
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Assisting in the administration and performance of a contract of insurance
- Causing dematerialised instructions to be sent
- Credit Broking
- Dealing in investments as agent
- Debt-counselling
- Making arrangements with a view to transactions in investments
- Managing investments
- Safeguarding and administration of assets (without arranging)
- Sending dematerialised instructions
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Previously registered as
The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Cripps Portfolio Limited
- Heartwood Wealth Management Limited
Names it no longer trades under
This firm has retired 3 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired names
- Heartwood
- Heartwood Investment Management
- Heartwood Private Wealth Management
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